See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,514 | $52,681-76.2% | $75,781-83.5% | $59,632-79.0% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.8%-7.8pp | 68.7%-0.7pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $3,130 | $2,193+42.7% | $3,323-5.8% | $2,203+42.1% |
| Participant deferral / active EE | $5,355 | $2,591+106.7% | $3,651+46.6% | $3,192+67.8% |
| Admin fee / account holder | $40 | $3,610-98.9% | $5,299-99.2% | $4,297-99.1% |